Spot gold broke above $4,300 an ounce on August 6, with its weekly gain topping 7% at one point for its best showing since January. Data from the People’s Bank of China showed China’s gold reserves rose to 76.08 million ounces at the end of July, up 640,000 ounces from June. South Korea’s central bank returned to gold buying after 13 years, with reserves at about 104.4 tonnes, or roughly 3.5% of its foreign exchange reserves. A World Gold Council survey found 45% of central banks expect to increase gold holdings over the next year.

Copper is trading above $14,000 per tonne, near a historic peak. China’s refined copper imports exceeded 200,000 tonnes in July, the highest monthly total in at least 12 years. LME copper stocks have fallen to a five-month low, while the cash-to-three-month spread has widened to about a $120-per-tonne backwardation from around $40 a week earlier. The market is forecasting a global refined copper deficit of about 35,000 tonnes in 2026, underscoring ongoing tightness in the physical market.

Berkshire Hathaway said in its second-quarter report that its cash holdings fell to $365.5 billion from nearly $400 billion at the end of March. The filing showed the company added more than $24 billion in stock investments during the quarter, and media reports said the purchases included $10 billion of Alphabet shares. Berkshire also restarted buybacks, repurchasing $4.5 billion of its own stock in the quarter, up from about $234 million in the first quarter, after buying back $78 billion between 2018 and 2024.

Windsor Machines reported Q1 FY27 revenue of ₹148.9 crore, up 31.4% year on year. The injection moulding division generated ₹75.7 crore in revenue, supported by India’s anti-dumping duties on imports from China and Taiwan. Other businesses, including CNC machine tools and extrusion machinery, also contributed revenue. The board approved the results on August 08, 2026, and consolidated basic EPS improved to ₹(0.10).

Delhivery reported a 65% year-on-year drop in Q1 FY27 net profit to Rs 31.9 crore, compared with Rs 91.1 crore a year earlier. Revenue from operations rose 28% to Rs 2,930.7 crore from Rs 2,294 crore. EBITDA slipped 4% as higher labour, fuel and operating costs squeezed margins.

Tokenized funds surpassed $9.0 billion in assets under management in Q1 2026, rising 181.3% year over year. Traditional asset managers and crypto-native firms are accelerating their push into onchain markets, according to a report by CoinShares and Token Terminal. The trend points to the rise of Hybrid Finance, where Wall Street products, blockchain infrastructure and digital-asset markets are increasingly converging into a single ecosystem.

Bitcoin was trading around $65,000 ahead of the weekend as macro tailwinds and headwinds pulled in opposite directions. A softer-than-expected U.S. jobs report, including a combined 103,000 downward revision to May and June, pushed Treasury yields and the dollar lower as markets trimmed the odds of a September Fed hike. At the same time, rising tensions around the Strait of Hormuz renewed worries about inflation returning via higher energy prices. U.S.-listed spot Bitcoin ETFs took in $763.7 million this week, the fastest pace of inflows since April.

Bitcoin faces the risk of a BIP-110 soft fork activation, a proposal designed to cap the amount of arbitrary data that can be included in transactions. Activation requires a 55% threshold, but as of Thursday only 2.56% of blocks signaled support. About 22.65% of nodes run the Knots client and are expected to start rejecting blocks without a specific signal beginning at block height 961,632, raising the possibility that enforcement by a minority could still trigger a network split. With Bitcoin’s market cap around $1.3 trillion, any fork would introduce significant uncertainty.